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Portfolio Services

We offer both pre-designed mass market portfolios curated to meet industry standards

and customised portfolios to best cater to your specific needs.

STEP ONE

get started

Do It Yourself

Choose from our pre-designed portfolios with some ideas from us. Don’t know which to choose? Check out our suggestions below to get started.

LET’S GO >

Customise Your Own

Reach out to one of our agents and we’ll help you every step of the way to reach your financial goals. Alternatively, drop us a message to get started.

CONTACT US >

STEP TWO

Choose portfolio

Concentrated Stock Portfolios

These are the solutions we suggest:

Alpha 25
Long Term growth done right.

Gain exposure to 25 global companies with steady earnings and growth, coupled with technological drivers.

We prefer this compared to the S&P500, trading diversification for concentration and outperformance.

Dividend Dynasty
Passive income is the goal of all investors.

After acheiving your growth, deploy your capital in a way that maintains overtime and generate sufficient cashflow.

End of the day, its the companies that generate profits that pay you good dividends. We take the guess-work out of it by building a concentrated dividend portfolio with 25 stocks.

Diversified Portfolios

These are the solutions we suggest:

iFast DPMS

Developed by iFast Financial, the Discretionary Portfolio Management Service is a set of diversified portfolios built for the average Singaporean.

iFast maintains these portfolios with a team of analysts, adjusting the portfolios through volatile times. 

All-Weather Portfolio

Built upon Ray Dalio’s Risk Parity strategy and relying on asset correlations, the All Weather portfolio a simple stock/bond/commodities portfolio that outperforms the SPY on a strong risk adjusted basis.

We recommend using the leveraged version to beat the SPY in returns while maintaining a stronger risk adjusted return. 

REACH OUT TO US

Alternatively, reach out to us at: